See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,998 |
NEWEDGE ADVISORS LLC2 years Service code 27 · EIN 25-1443041 | Advisory (Plan) | $21,375 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,940 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,979 | $53,165+71.1% | $86,188+5.6% | $74,419+22.3% |
| Participation rate | 76.8% | 64.9%+11.9pp | 69.0%+7.8pp | 70.7%+6.0pp |
| Annual return | 20.05% | 22.64%-2.6pp | 1168.45%-1148.4pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,337 | $1,210+10.5% | $2,380-43.8% | $2,637-49.3% |
| Participant deferral / active EE | $4,076 | $3,234+26.0% | $3,985+2.3% | $4,528-10.0% |
| Admin fee / account holder | $211 | $551-61.8% | $6,852-96.9% | $348-39.4% |